Summary
In this episode, Steven sits down with trusted tax advisor Jessica Casucci to unpack the sweeping implications of the Big Beautiful Bill on real estate investing. Together, they explore how recent legislative and tax reforms are reshaping the market, and why it's critical for investors to adapt their strategies accordingly. From key takeaways to actionable insights, this timely conversation will help you stay ahead of the curve and aligned with your long-term goals. If you're serious about building wealth through real estate, this is one episode you won't want to miss.
Takeaways
Everyone in the whole country needs to care about this.
These changes affect everyone across the board.
Understanding tax reforms is crucial for investors.
Navigating the market requires new strategies.
Successful investment is about adapting to change.
Future trends will shape the real estate landscape.
Investment opportunities are evolving rapidly.
Legislative changes can create new markets.
Real estate investment requires continuous learning.
The market is always in flux, stay informed.
Chapters
00:00 Introduction to the Big Beautiful Bill
02:29 The Importance of Understanding Tax Legislation
05:00 Bonus Depreciation: A Game Changer for Investors
09:34 Cost Segregation Studies Explained
18:04 Leveraging Debt: Interest Limitations and Benefits
20:55 Impact on Everyday Investors and Renters
25:18 Philanthropy and Charitable Deductions
27:20 Property Tax Cap Changes
29:38 Planning for the Future: Utilizing Tax Benefits
Connect with Jessica Casucci
jcasucci@archangelpropertysolutions.com
www.archangelpropertysolutions.com
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club
Resources Mentioned
Downloadable One Summary https://drive.google.com/file/d/104Snads76J3z73WJGizjNCW6HMNsRz1f/view?usp=sharing
In this inspiring episode of Investing with Purpose, we sit down with Russell Hughes, a humble IHG member, creative force in the game development world, and faith-driven real estate investor. From a childhood shaped by a "starving artist" father and hard life lessons, to building successful gaming companies and getting his hands dirty flipping HUD homes, Russell’s journey is anything but conventional.
We explore how faith pulled him back from wayward paths, how he brings purpose into the work he does today, and how he’s navigating the early stages of real estate investing with spiritual clarity. This episode is a powerful testament to aligning your calling with your career, and how ethical investing is not just possible—but purposeful.
Takeaways
Investing should reflect personal beliefs and values.
Many Christians consider the ethical implications of their investments.
Financial advisors play a crucial role in aligning investments with faith.
Return and safety are important, but not the only factors.
Ethical investments can lead to better alignment with core beliefs.
Navigating ethical dilemmas is essential for faith-based investing.
Investors should seek advisors who understand their values.
Values-based investing can enhance personal fulfillment.
Financial planning should incorporate ethical considerations.
Investing wisely involves a holistic view of one's beliefs.
Titles
Faith Meets Finance: A New Approach to Investing
Investing with Integrity: Aligning Values and Wealth
Chapters
00:00 Introduction to Faith-Driven Investing
01:21 Early Influences and Family Background
03:02 Turning Points and Lessons Learned
05:34 Faith and Values in Financial Decisions
07:14 Purposeful Investments and Impact
08:08 Navigating Profits vs. Principles
10:29 Legacy and Wealth Transfer
13:51 Community and Mentorship in Investing
16:05 Dream Investments and Future Aspirations
26:59 New Chapter
Russell was born Texas to a loving mom and Starving Artist father who passed away when he was a young teen. After years of wayward living, Russell worked his way into the Game Development Industry and worked on several number 1 titles as well as helped start several game companies. Early on, he started buying HUD homes to do the slow flip while living in them. Russell notes that, along the way, God was not letting him slip away, He has always called him back into discipline no matter how much he strayed. He is amazing.
Email: russsssman@gmail.com
LinkedIn: linkedin.com/in/russellhughes
IG: @russelllhughes
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club
Disclaimer
The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.
In this episode of Investing With Purpose, Matt Ladwig shares his journey from a challenging financial background to becoming a proactive investor in real estate. He discusses the pivotal moments that led him to take control of his financial future, the strategies he employs in real estate investing, and the impact he aims to have on his community and legacy. Matt emphasizes the importance of helping others through his investments and the role of faith in guiding his decisions. In this conversation, Matt Ladwig shares his insights on investing with purpose, focusing on creating an eternal legacy through community involvement and mentorship. He discusses the importance of collaboration in real estate, the value of learning from experiences, and the significance of supporting local churches and organizations. The dialogue emphasizes the need for financial education and the impact of investing in others' growth, ultimately highlighting the intersection of faith and investment.
About Matt Ladwig
Matt is a results-driven leader with 35+ years of management experience on big box department stores, specialty stores, catalog showrooms and automotive sales and service in multiple metro markets. People first mindset consistently builds highly engaged teams through effective communication, positive encouragement, accountability and integrity. Notable areas of success in developing future leaders, sales performance, expense management, operational excellence, profitable execution.
Transitioned careers into Real Estate solutions and investments in 2024. People first passion continues to drive me. I just love investing in others and help them achieve more than they ever thought possible.
Connect with Matt Ladwig
Website: mtlandings.com
LinkedIn: www.linkedin.com/in/mathew-ladwig-58b0ab8
Facebook: MT Landings
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club
Disclaimer
The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.
Summary
In this episode of the Investing with Purpose podcast, host Steven Libman interviews Janet Krebs - speaker, strategist, and 4X best-selling author who empowers families and influencers to lead with confidence, self-reliance, and heart. Drawing from her background in consulting, HR, and education—as well as 14 years as "Commander Krebs" in a space flight simulator guiding over 65,000 students—she blends practical leadership tools with real-world parenting strategies. Her greatest accomplishment? Her two adult children, Benjamin and Elisa.
Steven and Janet explore the importance of relationships in property management and investing. They discuss how meaningful investments go beyond financial returns, emphasizing the human element and the impact of community. Janet shares her experiences during COVID, highlighting her commitment to keeping tenants housed and fostering relationships. The discussion also touches on the challenges of scaling a business while maintaining personal connections, the value of mentorship, and the joy of encouraging others in their investment journeys. Ultimately, Janet expresses contentment in her current investments, feeling fulfilled in her purpose-driven approach to real estate.
Connect with Janet
Email: janet.krebs22@yahoo.com
Website: https://www.janetkrebs.com/
Linkedin: https://www.linkedin.com/in/janetkrebsri/
Facebook: https://www.facebook.com/jkrebs3/
Connect with us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club
Disclaimer
The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.
Summary
In this episode of the Investing with Purpose podcast, host Steven Libman interviews Donna Bonilla, a mother, grandmother, and widow who shares her journey of faith-driven investing. Donna discusses her personal experiences with loss, the importance of tithing, and how her financial mindset has evolved over time. She emphasizes the significance of giving back to the community and the impact of her nonprofit, Not Forgotten Ministries, which supports widows. The conversation explores the intersection of profit and purpose in investing, highlighting the importance of aligning financial decisions with one's values and faith.
Chapters
00:00 Introduction to Faith-Driven Investing
03:00 Donna's Personal Journey and Loss
06:04 Foundations of Financial Mindset
08:53 The Role of Tithing and Giving
11:56 Investing with Purpose and Community Impact
14:53 Navigating Investments After Loss
18:03 The Intersection of Profit and Purpose
21:02 The Nonprofit Mission and Its Impact
23:46 Building a Legacy of Giving
27:00 Influences and Mentorship in Investing
30:00 Rapid Fire Round and Final Thoughts
Resources Mentioned
Christian Motorcycle Association
https://www.notforgotten-ministries.org/
Connect with us:
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club
Disclaimer
The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.
In this episode of Investing with Purpose, Travis “T-Rev” Carter shares his incredible journey from early-life tragedy to building a faith-driven legacy through business and investing. A former musician turned sales executive and impact investor, Travis unpacks how stewardship, discipline, and purpose have shaped his financial decisions. He dives into the importance of aligning investments with values, the lessons he’s learned along the way, and how he's now helping others do the same through Legacy Changers Inc. If you’re ready to invest beyond the bottom line, this conversation will inspire and challenge you.
Chapters
00:00 Introduction to T-Rev's Journey
44:54 Overcoming Tragedy and Finding Purpose
47:55 Early Financial Education and Realizations
50:55 The Role of Faith in Financial Decisions
54:02 Investment Strategies and Learning
57:00 Understanding Accredited Investor Status
01:00:00 The Importance of Tangible Investments
01:02:43 Meaningful Investments and Legacy Building
01:04:28 The Heart of Intentional Investing
01:05:52 Balancing Principles and Profits
01:11:55 Defining Legacy in Wealth Building
01:15:29 Influences on Investing Mindset
01:18:26 Rapid Fire Insights
About Travis Carter
Travis “T-Rev” Carter is a purpose-driven entrepreneur, investor, coach, and the visionary behind Legacy Changers Inc. and the Legacy Connect platform. With a background that spans the entertainment industry, digital marketing, and high-level sales leadership, T-Rev brings a unique blend of creative and strategic insight to everything he touches. From signing his first record deal at age 17 to serving as an on-location host for Wheel of Fortune and rising to Senior Vice President in the tech world, his journey is a testament to resilience, reinvention, and faith.
A survivor of deep personal tragedy, Travis has turned pain into purpose—anchoring his life and business in faith, family, and legacy. He now empowers others to communicate with clarity, lead with integrity, and invest with impact through coaching, public speaking, and his podcast Legacy Connect. As an accredited investor, Travis partners with faith-aligned opportunities that create tangible community transformation.
Connect with Travis Carter
YouTube Podcast Channel: https://www.youtube.com/@Legacy-Connect
IG: CoachT_rev
Facebook: https://www.facebook.com/profile.php?id=61562886604363
TikTok: @trevlegacy
X formerlyTwitter: T_RevOfficial
Website: http://pod.legacychangersinc.com/
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club
An accredited investor is an individual or entity eligible to invest in certain private offerings under SEC regulations. Individuals qualify by having $200K+ in annual income ($300K with a spouse) for the past two years, a net worth over $1M (excluding primary residence), or by holding approved financial licenses. For full criteria, visit: SEC.gov.
Disclaimer
The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.
Paula Moses is a corporate leader turned faith-driven investor, coach, and founder of L&M Consulting Advantage. With a background in IT, biotech, and learning and development, Paula’s career has centered around investing in people and helping them navigate seasons of change with resilience. Her personal journey—from financial struggle to purpose-driven investing—reflects a deep commitment to aligning money with mission. Today, she coaches individuals and companies through transitions while pursuing investments that create generational impact, build wellness communities, and honor kingdom values.
Connect with Paula
https://lmconsultadv.com/
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club
Disclaimer
The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.
Summary
In this episode, Steven Libman and Travis Cotter discuss their journey in real estate investing, focusing on alternative investments, the importance of core values, and the mindset shifts necessary for success. They share lessons learned from their experiences, the balance between profits and principles, and the impact of faith-driven investing. The conversation also touches on current market trends and the significance of creating a legacy through their work.
Takeaways
Every deal is different, and there's no autopilot in investing.
Understanding the intricacies of underwriting is crucial for success.
Mindset shifts are necessary when moving from residential to commercial investing.
It's important to be comfortable with risk and willing to walk away from bad deals.
Core values should guide investment decisions and partnerships.
Faith-driven investing can lead to both temporal and eternal returns.
Creating a positive impact on tenants is a key motivator for investors.
The current market presents both challenges and opportunities for investors.
Clarity in core values reduces stress and improves decision-making.
Chapters
00:00 Introduction to Alternative Investing
02:17 Travis Cotter's Journey in Real Estate
05:48 Lessons Learned in Real Estate Investing
09:57 Mindset Shifts for Successful Investing
10:42 Balancing Profits and Principles
17:38 Navigating Risks in New Ventures
24:10 Faith-Driven Investing and Core Values
27:28 Investing with Purpose: Temporal and Eternal Returns
28:55 Legacy and Community Impact in Real Estate
30:53 Rapid Fire Insights: Investing Questions
33:30 Market Realities: Navigating Uncertainty
39:24 Understanding Deal Metrics and Risk Management
43:13 Building Relationships and Finding Opportunities
About Travis Cotter
Travis Cotter is the Co-Founder of Integrity Holdings Group and a seasoned real estate investor with 15+ years' experience spanning residential, commercial, development, and alternative assets.
He began his career in construction and finance before transitioning into leading large-scale real estate projects, from site development to multifamily acquisitions. With his co-founder, he has built a real estate portfolio exceeding $400M in transactions and raised over $100M in private capital.
Renowned for his detailed underwriting expertise, Travis uncovers opportunities to optimize income, control expenses, and maximize asset performance — strategies foundational to IHG’s success.
A faith-driven leader, Travis aligns profits with purpose, building investments that create both temporal and eternal returns. His leadership emphasizes core values, stewardship, community service, and leaving a legacy that impacts generations.
When not leading IHG’s growth, Travis enjoys life on his family farm with his wife Stacey and their two children — spending time outdoors, caring for animals, and riding their motocross track.
Connect with Travis Cotter
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club
Disclaimer
The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.
In this heartfelt episode, Shawn O’Connor—mother of four, wellness advocate, and a new but passionate real estate investor—shares her transformative journey from scarcity to stewardship. From surviving personal loss and financial hardship to redefining what legacy means, Shawn opens up about overcoming fear, embracing faith, and stepping into purpose-driven investing later in life.
She reflects on early lessons about money, the lingering effects of a “lack mentality,” and how her faith now informs every financial decision. Shawn also discusses her current real estate goals—serving military families, creating generational impact, and building communities that empower others to thrive.
Whether you're just starting out or realigning your strategy with your values, this episode is a powerful reminder that it’s never too late to invest with purpose.
00:00 Introduction to Faith-Driven Investing
01:57 Shawn's Journey: From Scarcity to Abundance
06:08 Breaking the Poverty Mentality
10:02 Overcoming Fear and Embracing Faith
14:21 Building a Purposeful Investment Portfolio
19:00 Choosing Principle Over Profit
23:18 The Bigger Mission Behind Investing
26:25 The Power of Community and Relationships
28:06 Advice and Lessons Learned
29:21 Rapid Fire Round: Insights and Reflections
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club
Disclaimer
The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.
In this episode of the Investing with Purpose podcast, host Steve Libman and IWP guest, longtime friend Aaron Fisher discuss their journey in real estate investing, the importance of mentorship, and the purpose behind their entrepreneurial endeavors. They explore various investment strategies, the significance of giving back, and how personal experiences shape their views on success and lifestyle choices. The conversation emphasizes the value of collaboration, creativity in accessing capital, and the importance of adapting to new challenges in both business and life.
Takeaways
Aaron Fisher shares his background as an attorney and entrepreneur.
The importance of leveraging capital creatively in real estate investing.
Perception in real estate investing should be based on market data, not personal opinion.
Hiring experts allows entrepreneurs to focus on their strengths.
The transition from active income to passive income is crucial for financial freedom.
Mentorship plays a significant role in personal and professional growth.
Understanding the purpose behind investments can lead to a more fulfilling life.
The balance between work and lifestyle is essential for happiness.
Giving back to the community can be a rewarding experience.
Recognizing when to adapt and change is key to continued success.
Chapters
00:00 Introduction to the Podcast and Guests
01:44 Background of Aaron Fisher and His Journey
06:09 New Chapter 2
10:52 Investment Philosophy and Early Experiences
19:51 Current Investment Strategies and Diversification
21:30 Navigating Career Transitions and Investments
24:02 The Importance of Giving Back
29:08 Mentorship and Career Growth
36:23 Defining Personal Success and Purpose
42:07 Balancing Lifestyle and Entrepreneurship
About Aaron Fischer
Aaron Fisher is an attorney turned entrepreneur and real estate investor with a passion for mentorship and building wealth with intention. With a background in law and a mindset rooted in growth, Aaron has dedicated his career to helping others . His journey reflects a commitment to collaboration, community impact, and designing a life and business that align with deeper purpose.
Connect with Aaron Fischer
asflegalservices.com/ (Company)
datadoghq.com/ (Company)
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club
Disclaimer
The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.
In this episode of the Investing with Purpose podcast Colonel Anne Martin, USMC (Ret.) shares her remarkable journey from military service to organic farming and now to real estate. She discusses her investment strategies, the importance of aligning investments with personal values, and the legacy she hopes to leave for her children. Anne emphasizes the significance of community support in real estate and the benefits of being a real estate professional. The conversation concludes with rapid-fire questions that highlight her insights and aspirations.
Chapters
00:00 Introduction to Anne Martin's Journey
03:16 Military Service and Transition to Real Estate
05:51 Investing Strategies and Lessons Learned
08:47 The Power of VA Loans and TSP
11:19 Investing with Purpose and Community Impact
14:09 Aligning Investments with Values
17:01 Legacy and Teaching Financial Responsibility
20:32 Mindset Shift on Wealth and Materialism
23:31 Building Relationships and Community in Investing
25:42 Understanding Real Estate Professional Status
29:05 Creating an Investor Group for Beginners
32:52 Advice for Aspiring Faith-Driven Investors
Resources Mentioned
28:02 www.youtube.com/@InvestingwithPurpose
32:46 The Millionaire Real Estate Investor by Jay Papasan
About Anne Martin
Anne Martin is a licensed Realtor® with Keller Williams in Carmel, CA, bringing decades of leadership and organizational excellence from her 27-year career in the U.S. Marine Corps. Retiring as a Colonel in 2016, she led major initiatives, including the integration of women into ground combat roles as Branch Head of Manpower, Plans & Policy.
A Vancouver, WA native and Stanford University graduate in Human Biology, Anne also holds associate degrees in Korean and Japanese from the Defense Language Institute and is a graduate of Japan’s National Institute for Defense Studies. Her military career spanned deployments to Somalia, Iraq, and Afghanistan, where she played a critical role in advancing surveillance capabilities. Her service earned her honors including the Defense Superior Service Medal, Legion of Merit, and Bronze Star.
After the military, Anne founded an organic farm business and launched a veteran farming program still active across New England. In California, she established the state chapter of the Farmer Veteran Coalition. Anne is also deeply rooted in her community—she co-hosts the Monterey Bay Investor Network, serves as a Court-Appointed Special Advocate (CASA) for foster children, sits on the Toys for Tots Foundation board, and is active in the Rotary Club of Pacific Grove.
Now based in Carmel, Anne combines her strategic mindset, passion for service, and real estate expertise to help clients navigate the market with precision and integrity.
Connect with Anne Martin
Anne Martin, Realtor®
Keller Williams Coastal Estates
Carmel, CA
831-204-2189
anne.martin@kw.com
DRE#02248356
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club
Disclaimer
The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.
What if your investments could do more than generate wealth—what if they could change lives?
In this episode of the Investing with Purpose podcast, Steven Libman sits down with Kathryn Eads to explore how faith-driven investing has shaped her financial journey. Kathryn shares how tithing, real estate investing, and a deep commitment to community impact have helped her build a purpose-driven business. From early mistakes to transformational wins, she discusses the lessons learned along the way and how aligning faith with finance can create lasting change.
Key Takeaways
Kathryn's upbringing in a faith-driven family shaped her views on money.
Tithing has been a crucial part of her financial journey.
Investing in real estate started with her father's influence.
Community transformation is a key goal in her investments.
Purpose-driven business can coexist with financial success.
Mistakes in tenant selection taught her valuable lessons.
Investments can serve as a tool for community impact.
Faith and finance can align for greater good.
Legacy building is a priority for Kathryn and her family.
Surrounding oneself with like-minded investors is essential for growth.
Chapters
00:00 Introduction to Kathryn Eads
03:55 The Influence of Faith on Wealth and Investing
07:48 Kathryn’s Early Investing Journey
10:39 Transformative Experiences in Real Estate
14:18 Intersection of Faith and Community Investment
16:52 Lessons Learned in Investing
22:24 Celebrating Community and Local Events
23:25 Lessons from Tenant Management
25:04 Purpose-Driven Investing: Beyond Profit
27:31 The Impact of Generosity and Community Support
31:03 Building a Legacy Through Investments
32:42 The Power of Community and Like-Minded Investors
36:30 Rapid Fire Insights and Closing Thoughts
About Kathryn Eads
Kathryn Eads and her husband, Brad, are faith-driven investors committed to transforming communities through real estate. After seeking God’s purpose for their lives, they founded Be the Church, a marketplace ministry focused on revitalizing their small town by purchasing and renovating buildings to meet community needs. Their efforts have brought housing, employment, and essential services to the area, including partnerships that support women overcoming addiction. Kathryn and Brad continue to grow their impact through purpose-driven investments, leveraging real estate to fund Kingdom work and inspire others to invest with intention.
Connect with Kathryn Eads
Email: keeads@gmail.com
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club
Disclaimer
The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.
What made Laura and Paul Kirshbom pivot from traditional investments to private real estate—and why do they believe it’s the key to their financial future?
In this episode of the Investing with Purpose podcast, hosts Steven Libman, Laura, and Paul Kirshbom share their journey from traditional investing to private real estate, highlighting lessons learned and the values driving their decisions. They discuss the importance of tenant relationships, mentorship, transparency, and generational wealth planning in building a successful portfolio. The episode wraps up with rapid-fire questions on legacy, future aspirations, and their vision for long-term financial growth.
Key Takeaways
Laura and Paul transitioned from traditional investing to real estate for diversification.
Their first real estate investment was a learning experience filled with mistakes.
Core family values guide their investment decisions and financial education for their children.
Transparency and trust are vital in choosing investment partners.
They believe in giving back and thinking of others in their investment strategies.
Setting children up for success involves teaching them about financial responsibility.
Creating a legacy involves planning for future generations and their financial education.
Keywords
Investing, real estate, alternative investments, family values, mentorship, generational wealth, transparency, tenant relationships, financial education, community
Chapters
00:00 Introduction to Laura and Paul Kirshbom
02:04 Background and Career Paths
03:16 Transitioning to Real Estate Investing
05:55 Lessons from Early Investment Mistakes
08:13 Core Values and Family Investments
10:09 Choosing Principles Over Profit
11:52 Managing Properties and Tenant Relationships
12:59 Advice for New Real Estate Investors
15:14 Mentorship and Community in Investing
17:39 The Importance of Transparency in Investment
20:12 Community-Centric Investment Strategies
22:34 Investing with Purpose: A Holistic Approach
25:17 Legacy Wealth and Generational Planning
29:26 Learning from Investment Mistakes
35:56 Dream Investments and Future Aspirations
About Laura and Paul Kirshbom
Laura and Paul Kirshbom, a retired pediatric cardiac surgeon and a former PA in cardiac surgery, turned to real estate investing as a way to build generational wealth and create a lasting impact. Since 2019, they have managed single-family properties and, in 2021, joined Integrity Holdings Group, where they found a like-minded community focused on purposeful investing.
Beyond real estate, they are deeply committed to service—Laura volunteers with hospice patients alongside her therapy dog, Lily, and they are developing their 50-acre farm in Waynesville, NC. With a focus on transparency, mentorship, and legacy-building, they continue to invest with purpose, helping others create meaningful financial and personal impact.
Connect with Laura and Paul
CHERRYTREEGROUP001@GMAIL.COM
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club
Disclaimer
The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.
In this episode, we dive deep into purposeful investments with Joey Mure and Russ Morgan of Wealth Without Wall Street. Join us as Steven shares why aligning your investments with your core values is essential.
Key takeaways to listen for
05:05 The heart behind Investing with Purpose
09:32 Importance of having core values and how to create them
19:09 How can you be a good steward of your gifts?
24:24 The impact of aligning your investments with your core values
35:32 Ways to align resources with values to make a positive impact
Resources mentioned in this episode
22:38 Apartment Life
35:36 WaterStone.org
39:23 Fintech
Discover how to turn your active income into passive income by visiting https://go.wealthwithoutwallstreet.com/pios.
Learn how close you are to achieving financial freedom by taking the Financial Freedom analyzer at https://go.wealthwithoutwallstreet.com/quiz.
About Joey Mure and Russ Morgan
Russ Morgan is the co-founder and partner of Wealth Without Wall Street, known as “The Idea Guy.” Russ began his professional career as an investment advisor in 2004 after graduating from Auburn University — a slight foray from 10-year-old Russ’ dream of becoming a professional baseball pitcher. Russ started IBC in 2009 and eventually went on to found Wealth Without Wall Street in 2015.
Joey Mure is also a co-founder and partner at Wealth Without Wall Street, bringing impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, a devoted husband, and a faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 years before moving to finance in 2014. Joey’s strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company’s mission.
Connect with Joey and Russ
Website: Wealth Without Wall Street
Podcast: Wealth Without Wall Street Podcast
Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://bit.ly/integrityhg
Explore the distinctive factors that set us apart from other investment companies as we tackle our investment ethos and approach, prioritizing investors' interests and capital preservation.
Key takeaways to listen for
00:10 Differences between public and private market investing
01:37 How Integrity Holdings Group sets itself apart from other investment firms
03:29 The heart and soul behind a unique investment philosophy
Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://bit.ly/integrityhg
Listen to today’s episode and discover why you should explore alternative investment opportunities outside the stock market, such as real estate.
Key takeaways to listen for
00:56 The 5 powerhouse companies dominating the market
03:35 Hyper concentration in the market and its potential implications for investors
06:33 Psychological factors that influence our investment decisions
07:56 Why you should diversify your investment portfolio beyond the stock market
Resources mentioned in this episode
Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://bit.ly/integrityhg
Discover how real estate investing provides a pathway to financial autonomy, aligning with the concepts of liberty, opportunity, and prosperity enshrined in the nation's founding documents.
Key takeaways to listen for
Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://bit.ly/integrityhg
Hop in to discover the differences between financial advisors and registered investment advisors and why these discrepancies matter when it comes to fiduciary responsibilities.
Key takeaways to listen for
Resources mentioned in this episode
Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://bit.ly/integrityhg
Discover how key performance indicators (KPIs) help us measure the success of various aspects of our business by tuning in today's episode!
Key takeaways to listen for
00:54 Key performance indicators for lead generation and conversion
2:34 Essential metrics to successfully navigate the investment sales process
04:14 Crucial KPIs employed in the realm of asset management
5:18 Factors for assessing capital management and property performance
Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!
To learn more about real estate investing, visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it's free)!
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/ffws-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://bit.ly/integrityhg
Listen in as we explore the topic of emotional intelligence and how it relates to handling stressful situations.
Key takeaways to listen for
Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!
To learn more about real estate investing, visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it's free)!
Connect with Us
Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
🎧Listen to our podcast: https://bit.ly/iwp-podcast
🤝Connect with Steven: https://bit.ly/steven-libman
💰 Start investing with purpose: https://bit.ly/integrityhg
